See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,308 | $72,277+168.8% | $101,248+91.9% | $79,858+143.3% |
| Participation rate | 43.8% | 68.5%-24.7pp | 75.8%-32.1pp | 69.6%-25.9pp |
| Annual return | 63.10% | 22.30%+40.8pp | 46.47%+16.6pp | 31.71%+31.4pp |
| Employer contribution / active EE | $1,951 | $2,692-27.5% | $3,660-46.7% | $2,471-21.0% |
| Participant deferral / active EE | $4,104 | $3,282+25.0% | $4,370-6.1% | $3,740+9.7% |
| Admin fee / account holder | $686 | $4,400-84.4% | $5,945-88.5% | $5,306-87.1% |